See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,368 | $133,958-90.8% | $112,228-89.0% | $134,475-90.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -33.00% | 47.11%-80.1pp | 27.45%-60.4pp | 417.96%-451.0pp |
| Employer contribution / active EE | $1,440 | $4,038-64.3% | $3,635-60.4% | $4,740-69.6% |
| Participant deferral / active EE | $3,600 | $5,291-32.0% | $4,728-23.9% | $6,400-43.7% |
| Admin fee / account holder | $68 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |